【導(dǎo)讀】Fixedvoiceanddata. Mobilevoiceanddata. Networkadvisoryand. Managedservices. Advertising. Cableandsatellite. Film. Music. Programs(broadcasting). Publishing(books,news. Devices. Networkequipment. Technologyservices. (systemsintegration,Components(microchips,Canada. UnitedStates. Australia. China. India. HongKong. Japan. NewZealand. Singapore. Belgium. CzechRep.France. Italy. Norway. Portugal. Sweden. UnitedKingdom. Croatia. Finland. Germany. Netherlands. Poland. Spain. Switzerland

　　

【正文】 s Industry ReBoot: Choosing Your Path to Profitable Growth Companies must first reestablish trust and financial stability Uncovering growth requires choosing the right customer segments and meeting their needs Operational efficiency is the foundation for profitable growth Selecting the right business models and remaining focused is key Growth opportunities exist, even in times of unparalleled uncertainty, for Tele, Media and Technology panies Achieving profitable growth will require CEOs to make difficult choices and execute The Challenge: ? High peration of core products, declining prices and excessive customer churn make growth challenging ? Players need to take a customer segment approach to uncover growth opportunities The Opportunity: ? Consumers will spend on high speed access and mobile devices ? Corporate and SME desire for productivity gains will drive growth in IP services and broadband respectively ? Government targets to put services online is generating growth opportunities for Tele and Technology players 169。 2020 Cap Gemini Ernst amp。 Young 169。 2020 Ernst amp。 Young 19 Do not duplicate without prior consent. Rel. . Understanding customer segment needs helps uncover and exploit growth opportunities Needs Solutions ?Consumer ?SME ?Corporate ?Government ? Ease of use, simplicity ? Instant methods of munication and service ? Lifestyle issues: fashion, technology, time saving ? Remote working: ? Faster content downloads ? Digital sharing: music, videos and games ? Clear, simple value propositions: ? SMEs are cash constrained and time poor ? Endtoend solutions: ? Fill capability gaps ? Greater connectivity: ? Sitetosite and remote ? Flexible work environments ? Variabilize fixed costs: ? To better adjust to economic volatility ? Easy migration to new services ? Quality and reliability ? Security ? Cost savings/ROI ? Reduction of business plexity ? Productivity improvements/ governments online ? Easy migration ? Quality of service and work reliability ? Security ? Cost savings ? Broadband: DSL or Cable ? SMS munication: ? MMS outlook remains uncertain ? New handsets ( and 3G) ? Latest digitized media ? Entertainment content ? Bundled services ? Broadband: predominantly DSL ? Managed services ? eBusiness solutions ? IPVPNs ? IP services: ? Storage and IP VPNs ? Managed services ? Bundled marketing services ? BPO outsourcing ? Machinetomachine wireless applications: ? Creates infrastructure as well as integration revenues ? IP services: ? Storage and IP VPNs (connectivity) ? Managed services ? Security ? Managed esolutions ? Outsourcing Tele, Media and Equipment Growth Opportunities by Customer Segment ―The future will not be providing everything to all customers.‖ ―Infrastructure will not change。 the way we approach customers will.‖ Source: Executive interviews。 Cap Gemini Ernst amp。 Young and Ernst amp。 Young analysis 169。 2020 Cap Gemini Ernst amp。 Young 169。 2020 Ernst amp。 Young 20 Do not duplicate without prior consent. Rel. . Within the consumer segment TMT has increased its shareof wallet over time ―We are presently in a recession with no inflation and high consumer spending—a first in history.‖ TMT Share of Consumer Spending, US Consumer TMT Expenditure and Growth, US 0501001502001997 2020T e l e c o m M e d i a T e c h n o l o g yMarket Size (ISD bn) Tele Media Technology CAGR 19972020 % % % Consumer expenditure % 1997 2020 Other % Other % Tele % Media % Technology % Tele % Media % Technology % ? Consumers are spending more of their wallet on TMT products and services: ? TMT share of total consumer spending grew from % in 1997 to % in 2020 ? Absolute spending has increased most for technology products and then tele。 media spending has remained flat: ? Technology spending has been fuelled mainly by PCs ? Tele spending has increased with the introduction of mobile phones ? Other industries are increasingly peting for a greater share of consumer wallet: ? Recent trends in the US indicate significant growth in household and car loans Consumers have increased their spending on TMT, at a greater rate pared to their overall spending. Consumer Spending Characteristics Source: US Department of Labor, Bureau of Labor Statistics, “Average annual expenditures and characteristics of all consumer units, Consumer Expenditure Survey, 19932020”August 2020。 US Bureau Economic Analysis, “Gross Domestic Product by Industry for 1987–2020”, November 2020。 European Information Technology Observatory 2020。 Veronis Suhler Stevenson, Communications Industry Forecast, 2020。 Executive interviews。 Cap Gemini Ernst amp。 Young and Ernst amp。 Young analysis 169。 2020 Cap Gemini Ernst amp。 Young 169。 2020 Ernst amp。 Young 21 Do not duplicate without prior consent. Rel. . Source: Cap Gemini Ernst amp。 Young and Ernst amp。 Young analysis Industry ReBoot: Choosing Your Path to Profitable Growth The Challenge: ? In uncertain times, a lowcost operating model defines survival ? TMT panies have focused on shortterm cost reductions to date ? However, market expects players to make sustainable cuts to operating costs – a further 3040% within 35 years The Opportunity: ? To achieve these targets, TMT players must focus on business transformation ? Players must identify key processes, define benchmarks and determine which petencies to keep or outsource Companies must first reestablish trust and financial stability Uncovering growth requires choosing the right customer segments and meeting their needs Operational efficiency is the foundation for profitable growth Growth opportunities exist, even in times of unparalleled uncertainty